OpenAI's (OPENAI) updated capital expenditures for artificial intelligence infrastructure appear positive for hyperscalers Microsoft (MSFT) and Oracle (ORCL), according to BNP Paribas Equity Research.
Sam Altman, Jensen Huang, and Oracle push back on reports of tension over OpenAI's deal with Nvidia.Justin Sullivan—Getty Images/Reuters The OpenAI CEO, Nvidia CEO, and software company all stepped ...
Tech giants like Google, Microsoft, and Meta are set to pledge covering their own energy costs for new data centers. This White House initiative aims to prevent rising electricity bills for American ...
Short sellers netted $24 billion betting against software stocks, including Oracle, as the sector shed $1 trillion in market ...
OpenAI CEO Sam Altman helped usher in the AI age. Now, he's doing everything he can to keep OpenAI ahead.
Shares of tech heavyweights with ties to OpenAI have gained in the wake of positive developments for the startup that boosted ...
The S&P 500 and the Nasdaq recovered from a recent dip, driven by stabilizing technology stocks. The surge followed last week's AI-triggered selloff. Key drivers included software companies rebounding ...
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